earnings
confidence high
sentiment positive
materiality 0.75
National Fuel Q3 GAAP EPS $1.45 vs $1.64; adjusted EPS $1.54; raises dividend 4%
NATIONAL FUEL GAS CO
- GAAP earnings $138.6M ($1.45 EPS) vs $149.8M ($1.64 EPS) prior year; adjusted EPS $1.54.
- Revises FY2026 adjusted EPS guidance to $7.40-$7.60, projecting ~9% YoY growth.
- Board approves 4% dividend increase to $2.22 annual rate; 56th consecutive annual increase.
- Pending CenterPoint Ohio utility acquisition on track to close Oct 1, 2026; $1.5B notes issued to fund.
- Long-term EPS growth outlook 7%-10% average through FY2029; expects $1.0-$1.5B free cash flow over 3 years.